| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,951 | -3.42% | |
| 3 years | ₹1,80,000 | ₹2,02,025 | +12.24% | |
| 5 years | ₹3,00,000 | ₹4,26,016 | +42.01% | |
| 10 years | ₹6,00,000 | ₹14,23,972 | +137.33% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Black Rock Global Funds - World Energy Fund | Unspecified | Foreign Mutual Funds | 9.90% |
| Tata Steel Ltd | Materials | Equity | 8.41% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 7.54% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 7.30% |
| Jindal Steel & Power Ltd | Materials | Equity | 6.79% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 6.43% |
| Hindustan Zinc Ltd | Materials | Equity | 6.30% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 5.63% |
| Reverse Repo | Unspecified | Reverse Repo | 5.28% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 5.06% |
| Hindalco Industries Ltd | Materials | Equity | 4.02% |
| Petronet LNG Ltd | Energy & Utilities | Equity | 3.93% |
| Coal India Ltd | Materials | Equity | 3.80% |
| National Aluminium Company Ltd | Materials | Equity | 3.60% |
| Oil India Ltd | Energy & Utilities | Equity | 3.54% |
| Black Rock Global Funds - New Energy Fund | Unspecified | Foreign Mutual Funds | 3.36% |
| NMDC Ltd | Materials | Equity | 1.42% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 1.28% |
| ACME Solar Holdings Ltd. | Energy & Utilities | Equity | 1.22% |
| Gujarat Gas Ltd | Energy & Utilities | Equity | 0.98% |
| Mahanagar Gas Ltd | Energy & Utilities | Equity | 0.79% |
| Juniper Green Energy Ltd. | Energy & Utilities | Equity | 0.70% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.68% |
| Godawari Power & Ispat Ltd | Materials | Equity | 0.60% |
| Jindal Saw Ltd | Materials | Equity | 0.58% |
| Net Receivables | Unspecified | Net Receivables | 0.52% |
| IRM Energy Ltd. | Energy & Utilities | Equity | 0.18% |
| GSPL Transmission Ltd | Energy & Utilities | Equity | 0.16% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +18.3% | +14.0% | +15.6% | +16.6% |
| Category average (Equity Thematic) | +12.8% | +10.5% | +14.6% | +15.6% |
| Rank (Equity Thematic) | 1 | 1 | 1 | -- |